Privacy Policy

We may collect information you voluntarily provide, including:

• First and last name
• Email address
• Telephone number
• Service requested
• Package of interest
• Occasion or event type
• Event date or gift deadline
• Number of guests or gift recipients
• Budget range
• Gifting preferences
• Recipient preferences
• Event preferences
• Vendor preferences
• Dietary, accessibility, or logistical information
• Consultation notes
• Appointment details
• Communications with us
• Billing or payment-related information
• Other information you choose to provide

In connection with gifting or hosting services, you may provide information about other individuals, including gift recipients, guests, employees, clients, referral partners, vendors, or event participants.

By providing this information, you represent that you are authorized to provide it for purposes related to the requested service.

Please provide only information reasonably necessary for us to perform the service.

When you use our website, certain information may be collected automatically, including:

• IP address
• Browser type
• Device information
• Operating system
• Referring website
• Pages viewed
• Time spent on pages
• Links clicked
• General geographic information
• Website interaction data

This information may be collected using cookies, analytics tools, pixels, or similar technologies.

We may use information to:

• Respond to inquiries
• Schedule and manage consultations
• Create and maintain customer records
• Recommend appropriate services or packages
• Plan gifting or hosting services
• Coordinate vendors
• Source gifts or merchandise
• Coordinate shipping or delivery
• Coordinate event logistics
• Prepare proposals or recommendations
• Process payments
• Send confirmations and reminders
• Communicate about services
• Provide customer support
• Maintain business records
• Improve our services
• Comply with legal obligations
• Protect against fraud or misuse

We may use third-party customer relationship management, scheduling, communication, and automation platforms to manage inquiries and appointments.

These systems may store or process:

• Contact information
• Inquiry responses
• Appointment details
• Communication history
• Service history
• Notes
• Tags
• Opportunity or pipeline information

Information submitted through The Social Secretary inquiry or scheduling process may be stored in these systems and used to manage your customer relationship.

If you provide your email address or telephone number, we may send communications related to your inquiry or service, including:

• Inquiry confirmations
• Consultation confirmations
• Appointment reminders
• Rescheduling notices
• Cancellation notices
• Service updates
• Proposals
• Follow-up messages

Marketing communications will include opt-out options where required by law.

If you provide your mobile number and consent to receive text messages, we may send appointment reminders and service-related communications.

Message and data rates may apply.

You may opt out of non-essential text messages using the instructions provided in the message, where applicable.

Payments may be processed through third-party payment processors.

The Social Secretary does not intentionally store complete payment card information unless it is processed through a secure system designed for that purpose.

Payment processors operate under their own privacy policies and terms.

We may share information with third-party providers where reasonably necessary to fulfill your request.

These may include:

• Scheduling providers
• CRM providers
• Payment processors
• Gift suppliers
• Shipping carriers
• Delivery services
• Venues
• Caterers
• Rental providers
• Event vendors
• Transportation providers
• Technology providers

We share only information reasonably necessary for the applicable service.

Third-party providers operate under their own terms and privacy practices.

Our website may use cookies and similar technologies to support functionality, understand traffic, improve user experience, and measure performance.

You may be able to manage cookies through your browser settings.

We do not sell personal information to advertisers.

We may disclose information:

• To providers assisting with our operations
• To vendors needed to fulfill a client request
• With your consent or direction
• To comply with applicable law
• To respond to lawful requests
• To enforce agreements
• To protect our rights, property, users, or business
• In connection with a business merger, acquisition, restructuring, or sale

We may retain information for as long as reasonably necessary to:

• Provide services
• Maintain business records
• Resolve disputes
• Enforce agreements
• Comply with legal, accounting, tax, or regulatory obligations

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information.

No method of electronic transmission or storage is completely secure, and absolute security cannot be guaranteed.

Depending on applicable law, you may have rights to request:

• Access to certain personal information
• Correction of inaccurate information
• Deletion of certain information
• Limitation of certain uses
• Withdrawal of marketing consent

Requests may be subject to applicable legal or operational limitations.

The Social Secretary services are not directed to children under 13, and we do not knowingly collect personal information directly from children under 13 without appropriate authorization.

Our website may contain links to third-party websites or services.

We are not responsible for the privacy practices, security, or content of third-party websites.

We may revise this Privacy Policy periodically.

Changes become effective when posted unless otherwise stated.

Questions about this Privacy Policy may be directed to: